View Notes and Emails About Tagged Contacts

Keep track of communication in Highrise by viewing a list of notes, emails, and comments associated with tagged contacts.

When filtering by a tag you'll see an option for Notes & Activity by Tag.

View Activity Link

Click the Activity tagged [tag name] to view any notes, emails, and comments associated with the tagged contacts.

View Notes & Emails Tagged

You can also access tagged activity from your Tags page.

Manage Tags Link

Click on the Tags link on the main contacts page, then click on any tag from the Manage Tags page.

View Manage Tags

Click the Show notes & activity on this tag link to view any notes, emails, or comments associated with the tagged contacts.

Email updates about a tag

One great way to keep up with Highrise activity from your team is to subscribe to a daily digest email about a tag.

This digest will notify you about new contacts added to the tag as well as notes and emails added to contacts with the tag.

For example, you could subscribe to a daily digest for the tag prospect and receive updates about all the new business prospect activity from your team in Highrise.

Turn on email updates

Click on any tag from the Manage Tags page, then click Turn on email updates on the right side on the page.

Email Updates On

Email digests are sent out once per day by 9am.

You will only receive an email if something new was added on the previous day. If you think you're missing a digest, please check your spam folder.

Daily Digest On

Turn off email updates

You can turn off the email updates by clicking See details about the digest or unsubscribe on the right side of the tag page.

Email Updates Off

Click Unsubscribe to stop receiving emails about the tag.

Daily Digest Off

Use tag dropbox addresses

You can also BCC or forward emails to a tag's dropbox address. Read more here.

Not finding what you need? Contact our support team for additional help.

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